Our virtual ophthalmic technicians specialize in preloading charts and assisting in EHR migrations.

Phone COA, LLC
Phone COA, LLC
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  • Preloading/Prescreening
  • FAQs
  • Contact Us

FREQUENTLY ASKED QUESTIONS

Please reach us at info@phonecoa.com if you cannot find an answer to your question.

Phone COA is a virtual service that will increase clinic efficiency, chart accuracy and patient satisfaction by prescreening and preloading your patient information directly into your EHR system.


Phone COA accesses your EHR the same way your staff does. It's secure, HIPAA compliant and user-friendly.


Yes! Our technicians complete annual HIPAA training and are held to the highest confidentiality standards.


Phone COA has no contract term limits or minimum chart requirements. You may use our services as much or as little as you like. You're also free to cancel at any time with no fees.


Yes! Our services are more affordable than hiring full-time staff. Plus, we'll help save enough time in your schedule to potentially see 1-2 more patients per day. That's an annual revenue increase of approximately $38,000 per year! * estimate based on industry allowabels


Privacy Policy

  

Privacy Policy

Last Updated: 2026
 

Welcome to Phone COA, LLC ("we," "our," or "us"), operator of the website located at phonecoa.com (the "Site"). We respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your data when you visit our Site or use our online contact forms. Please read this policy carefully. If you do not agree with the terms of this privacy policy, please do not access the site.

1. Information We Collect

We collect information that you voluntarily provide to us when you express an interest in obtaining information about us or our products and services. The primary ways we collect information include:

  • Contact Us & Inquiry Forms: When you submit a message      through our contact forms, we collect personal information which may      include your name, email address, phone number, and any text or      details you choose to include in your message.
  • Derivative and Technical Data: Information our servers      automatically collect when you access the Site, such as your IP address,      browser type, operating system, access times, and the pages you viewed      before and after visiting the Site.

    2. How We Use Your Information

We use the collected information primarily to communicate with you and maintain our Site. Specifically, we use your data to:

  • Respond to your      inquiries, questions, and customer service requests submitted via our      contact forms.
  • Provide you      with information, updates, or marketing materials you have requested.
  • Deliver,      operate, and maintain the functionality of our website.
  • Monitor and      analyze usage trends to improve user experience.
  • Prevent      fraudulent activity and ensure website security. 

3. Sharing and Disclosure of Your Information

We do not sell, rent, or lease your personal information to third parties. We may share your information only in the following limited circumstances:

  • With Service Providers: We may share your details with      trusted third-party service providers who help us operate our website or      manage our email communications (e.g., website hosting platforms or      contact form plugins).
  • For Legal Reasons: We may disclose your information      if required to do so by law, court order, or legal process, or to protect      the rights, property, and safety of our company or others.
  • Business Transfers: If our business undergoes a      merger, acquisition, or sale of assets, your information may be      transferred to the successor company.

4. Cookies and Tracking Technologies

We may use cookies and similar tracking technologies to optimize website performance and analyze traffic. You can modify your browser settings to decline cookies if you prefer, though this may affect certain features of the Site.

5. Children's Privacy

Our Site is directed to a general audience and is not intended for children under the age of 13. We do not knowingly collect personal information from children under 13. If we discover that a child under 13 has provided us with personal data, we will delete it immediately.
 

6. Security of Your Information

We implement reasonable administrative, technical, and physical security measures designed to protect your personal information from unauthorized access or disclosure. However, please be aware that no transmission over the internet can be guaranteed 100% secure.
 

7. State-Specific Privacy Rights (US Users)

Depending on the US state you reside in (such as California, Virginia, Colorado, Connecticut, or Utah), you may have specific rights regarding your personal data. These rights may include:

  • The right to know what personal      data we collect, use, and disclose.
  • The right to request the deletion      of your personal data.
  • The right to correct inaccuracies      in your personal data.
  • The right to opt-out of the sale of personal data or targeted      advertising.

To exercise any of these rights, please contact us using the details provided below. We will not discriminate against you for exercising your privacy rights.
 

8. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. We will notify you of any changes by updating the "Last Updated" date at the top of this page.
 

9. Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your form data, please contact us at: contact@phonecoa.com or through the “contact us” section of site.

 

Compliance Policy

  

 

Effective Date: September 3, 2026

We are committed to conducting our business responsibly, ethically, and in compliance with applicable laws and regulations.

  1. Our Commitment

We strive to:

· Follow all applicable federal, state, and local laws and regulations.

· Conduct business honestly, ethically, and professionally.

· Protect confidential and personal information appropriately.

· Maintain accurate and truthful business practices and communications.

· Provide a respectful environment free from discrimination, harassment, and unethical conduct.

· Promptly address compliance concerns brought to our attention.


2.     Privacy and Confidentiality

We take reasonable measures to protect personal, confidential, and proprietary information collected or received through our business activities and website. Information is handled in accordance with applicable privacy requirements and our Privacy Policy.


3.     Reporting Concerns

We encourage individuals to report suspected violations of this Compliance Policy or concerns regarding unethical or unlawful conduct. Reports will be reviewed and addressed as appropriate.

Questions or concerns regarding compliance may be submitted through the contact information provided on this website.


4.     Policy Updates

We may update this Compliance Policy periodically to reflect changes in our business practices, legal requirements, or other circumstances.


Last Updated: September 3, 2026

 

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E: info@phonecoa.com

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